Peco Pallet Inc. 401(K) Plan — Form 5500 plan (Peco Pallet Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Peco Pallet Inc. 401(K) Plan is a benefit plan reported by Peco Pallet Inc. under EIN 30-0423802 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $19,574,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peco Pallet Inc.
- EIN
- 30-0423802
- Plan number
- 001
- Plan type
- 2
- Location
- Irvington, NY
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $19,574,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241015102957NAL0047370016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,574,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,574,700
- Net assets (BOY)
- $15,721,225
Income & contributions
- Employer contributions
- $846,584
- Participant contributions
- $1,775,305
- Total contributions
- $2,865,679
- Total income / additions
- $5,517,791
Expenses & distributions
- Benefits paid
- $1,553,661
- Administrative expenses
- $96,566
- Total expenses
- $1,664,316
- Net increase / (decrease)
- $3,853,475
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $53,276 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $35,664 | $0 | 2023 |
| Pasi LLC | NONE | $5,902 | not reported in the loaded dataset | 2023 |